Event Registration: A2Z RegTech: Create or Modify Report

Create or Modify a Report

Idea
You can create custom reports or use system-generated reports to efficiently manage and monitor data. These reports are dynamic, providing real-time updates, and can be accessed at any stage of the event lifecycle-before, during, or after the event. 

To create a report, follow these steps below: 

  1. In the left-side navigation, click the arrow next to Event Overview to open the menu 
  2. Click Reports
  3. Click the New Report button

  4. Set the criteria for who should be included in the report 

    • Everyone - to include all participants, regardless of status
    • Single - to create a report based on one option group or field used to create a report by evaluating data in one option group or field

  • Multiple - to create a report based on multiple option groups or fields 

    • All Groups Must Be True: All groups added must be true to appear in the report
    • At Least One Group Must Be True: Only one of the groups added must be true to appear in the report

5. Select Widgets 

  • Interactive Report: allows you to add different widgets and chose the fields that the widget will show

  • Spreadsheet Report: shows your data in a table and allows you to choose which fields to show

6. Click Next 

7. Title your report in the Report Name field

8. Select a report category from the Report Category dropdown

  • General: For reports not specific to a Registration Module
  • Accounting: For reports that identify with transactions and payment status
  • Registration: For reports that with participants registering for your event
  • Lead Retrieval: For reports that identify with Lead Retrieval 
  • Badge Printing: For reports that identify with Badge Printing onsite events

9. Click Save Report 

  • The report can now be viewed, edited, downloaded to CSV, or deleted
  • The report can be copied to another event in your company

To modify an existing report, follow the steps below:

  1. In the left-side navigation, click the arrow next to Event Overview to open the menu 
  2. Click Reports
  3. Browse through the list of system-generated and click the three dots next to the one you want to modify
  4. Click Edit
  5. Navigate through the report builder to modify what has been selected (refer to the steps above)
  6. Click Save Report 

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